SWM
HFRO

SHP Wealth Management’s Highland Opportunities and Income Fund HFRO Stock Holding History

SHP Wealth Management’s Portfolio HFRO Stock Details HFRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.21K Hold
211
– – ﹤0.01% 1409
2025
Q4 		$1.26K Buy
+211
New +$1.32K ﹤0.01% 1217

Other funds holding HFRO

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SHP Wealth Management's HFRO Position: Q1 2026 in Review

SHP Wealth Management held its Highland Opportunities and Income Fund (HFRO) position steady in Q1 2026 at 211 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

SHP Wealth Management first reported a position in HFRO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.26K in Q4 2025. 95 funds tracked by Wall St. Rank hold HFRO as of Q1 2026.

  • SHP Wealth Management held 211 shares of Highland Opportunities and Income Fund worth $1.21K as of Q1 2026.
  • SHP Wealth Management left its Highland Opportunities and Income Fund share count unchanged in Q1 2026.
  • Highland Opportunities and Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1409 holding.
  • SHP Wealth Management first reported a position in Highland Opportunities and Income Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Highland Opportunities and Income Fund position peaked at $1.26K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.